See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,288 | $85,790+141.6% | $67,313+207.9% | $135,375+53.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.70% | -0.54%-8.2pp | -4.08%-4.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $19,148 | $3,487+449.1% | $2,566+646.3% | $4,779+300.7% |
| Participant deferral / active EE | $10,259 | $4,651+120.6% | $3,568+187.5% | $5,609+82.9% |
| Admin fee / account holder | $26,922 | $6,392+321.2% | $4,507+497.4% | $10,827+148.7% |